JEFFREY LLOYD NELSON is an investment adviser representative (IAR) with state registration records since 2011, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2022-06-23 | present | Yes |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2018-05-14 | 2019-08-14 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2014-12-18 | 2017-11-28 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2011-10-17 | 2014-12-05 | — |